Our Process

About TSG Financial

You spend years pursuing financial independence and then, through hard work and some smart decisions, you achieve it. But for all the answers a lucrative career or business provides, success breeds at least as many questions. Just like your home, your business, and your relationships, financial wealth demands knowledge and attention to detail. At TSG Financial, we offer you a vast depth of experience and insight to help you navigate your journey. Because the last thing financial independence should mean is going it alone.

Mike Shumard and Adam Wheeler are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AR, CT, FL, MO, NC, OK, PA and TX. No insurance business may be conducted outside of these states referenced.

Mike Shumard is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of AR, MO, and OK. As such, these services are strictly intended for individuals residing in the states referenced.

Mike Shumard and Adam Wheeler are Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AR, MO, OK and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Mike Shumard is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

TSG Financial LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.